Principal Securities’s WisdomTree US Value Fund WTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
5,422
+1,313
| +32% | +$113K | 0.01% | 887 |
|
|
2025
Q1 | $343K | Hold |
4,109
| – | – | 0.01% | 919 |
|
|
2024
Q4 | $343K | Buy |
4,109
+2,024
| +97% | +$169K | 0.01% | 914 |
|
|
2024
Q3 | $167K | Hold |
2,085
| – | – | ﹤0.01% | 1175 |
|
|
2024
Q2 | $152K | Buy |
2,085
+138
| +7% | +$10.1K | ﹤0.01% | 1158 |
|
|
2024
Q1 | $147K | Buy |
+1,947
| New | +$147K | ﹤0.01% | 1133 |
|